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Building 2OAKSTREET WEALTH MANAGEMENT, INC.

Map pinMAGNOLIA, TX
Phone800-803-9885
NotebookSEC #801-117484
Total AUM
$482M
Employees
2
Clients
58

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9911 STUBBS ROAD
MAGNOLIA
TX 77354
United States
Operating Hours
BY APPT. ONLY
Monday - Friday
Phone
800-803-9885
Other Offices
1

ReceiptFinancials

Total AUM
$482M
Accounts
58
Discretionary
$482M
Accounts
58
Non-Discretionary
$0
Accounts
0

ContactClients

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Pension/Profit Sharing Plan Clients
58
AUM
$482M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILTX

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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